BWA
Burt Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-600
| Closed | -$24K | – | 349 |
|
|
2019
Q2 | $24K | Hold |
600
| – | – | 0.01% | 221 |
|
|
2019
Q1 | $26K | Hold |
600
| – | – | 0.01% | 219 |
|
|
2018
Q4 | $22K | Sell |
600
-574
| -49% | -$21K | 0.01% | 228 |
|
|
2018
Q3 | $72K | Hold |
1,174
| – | – | 0.03% | 159 |
|
|
2018
Q2 | $79K | Hold |
1,174
| – | – | 0.04% | 145 |
|
|
2018
Q1 | $76K | Hold |
1,174
| – | – | 0.04% | 148 |
|
|
2017
Q4 | $79K | Sell |
1,174
-100
| -8% | -$6.73K | 0.05% | 146 |
|
|
2017
Q3 | $89K | Hold |
1,274
| – | – | 0.06% | 132 |
|
|
2017
Q2 | $83K | Hold |
1,274
| – | – | 0.06% | 133 |
|
|
2017
Q1 | $99K | Sell |
1,274
-175
| -12% | -$13.6K | 0.07% | 112 |
|
|
2016
Q4 | $122K | Buy |
1,449
+175
| +14% | +$14.7K | 0.11% | 100 |
|
|
2016
Q3 | $100K | Sell |
1,274
-275
| -18% | -$21.6K | 0.11% | 99 |
|
|
2016
Q2 | $122K | Sell |
1,549
-10
| -0.6% | -$788 | 0.14% | 86 |
|
|
2016
Q1 | $115K | Buy |
1,559
+234
| +18% | +$17.3K | 0.1% | 95 |
|
|
2015
Q4 | $92K | Sell |
1,325
-50
| -4% | -$3.47K | 0.07% | 108 |
|
|
2015
Q3 | $94K | Buy |
1,375
+75
| +6% | +$5.13K | 0.12% | 99 |
|
|
2015
Q2 | $112K | Buy |
1,300
+200
| +18% | +$17.2K | 0.12% | 99 |
|
|
2015
Q1 | $92K | Hold |
1,100
| – | – | 0.09% | 99 |
|
|
2014
Q4 | $94K | Buy |
+1,100
| New | +$94K | 0.1% | 102 |
|